Stifel Financial’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,529
| Closed | -$259K | – | 3485 |
|
|
2024
Q1 | $259K | Buy |
9,529
+100
| +1% | +$2.72K | ﹤0.01% | 2988 |
|
|
2023
Q4 | $289K | Sell |
9,429
-4,983
| -35% | -$153K | ﹤0.01% | 2874 |
|
|
2023
Q3 | $325K | Buy |
+14,412
| New | +$325K | ﹤0.01% | 2750 |
|
|
2023
Q1 | – | Sell |
-9,429
| Closed | -$235K | – | 3443 |
|
|
2022
Q4 | $235K | Hold |
9,429
| – | – | ﹤0.01% | 2905 |
|
|
2022
Q3 | $254K | Hold |
9,429
| – | – | ﹤0.01% | 2826 |
|
|
2022
Q2 | $262K | Hold |
9,429
| – | – | ﹤0.01% | 2822 |
|
|
2022
Q1 | $241K | Hold |
9,429
| – | – | ﹤0.01% | 3015 |
|
|
2021
Q4 | $259K | Hold |
9,429
| – | – | ﹤0.01% | 2998 |
|
|
2021
Q3 | $231K | Hold |
9,429
| – | – | ﹤0.01% | 3057 |
|
|
2021
Q2 | $208K | Hold |
9,429
| – | – | ﹤0.01% | 3121 |
|
|
2021
Q1 | $250K | Hold |
9,429
| – | – | ﹤0.01% | 2896 |
|
|
2020
Q4 | $208K | Buy |
+9,429
| New | +$208K | ﹤0.01% | 2804 |
|
|
2020
Q1 | – | Sell |
-9,429
| Closed | -$255K | – | 3129 |
|
|
2019
Q4 | $255K | Hold |
9,429
| – | – | ﹤0.01% | 2625 |
|
|
2019
Q3 | $241K | Hold |
9,429
| – | – | ﹤0.01% | 2556 |
|
|
2019
Q2 | $253K | Hold |
9,429
| – | – | ﹤0.01% | 2586 |
|
|
2019
Q1 | $250K | Buy |
+9,429
| New | +$250K | ﹤0.01% | 2470 |
|
|
2018
Q4 | – | Sell |
-9,429
| Closed | -$219K | – | 2834 |
|
|
2018
Q3 | $219K | Hold |
9,429
| – | – | ﹤0.01% | 2537 |
|
|
2018
Q2 | $253K | Hold |
9,429
| – | – | ﹤0.01% | 2405 |
|
|
2018
Q1 | $236K | Hold |
9,429
| – | – | ﹤0.01% | 2387 |
|
|
2017
Q4 | $248K | Hold |
9,429
| – | – | ﹤0.01% | 2314 |
|
|
2017
Q3 | $242K | Hold |
9,429
| – | – | ﹤0.01% | 2271 |
|
|
2017
Q2 | $207K | Buy |
+9,429
| New | +$207K | ﹤0.01% | 2329 |
|